- Click "File".
- Click "Back Up Company".
- Click "Create Local Backup".
- Click "Local backup".
- Click "Options".
- Click "Browse".
- Drill down and select the folder that you wish to save the backups to and then click "OK".
- The next option to select is the option named "Add the date and time of the backup to the file name (recommended)".
- The next option to select is the option named "Limit the number of backup copies in this folder to".
- You also have the ability to choose how many backups are going to be kept by entering a value in the box show below.
- The next option you can choose to use is named "Remind me to back up when I close my company file every X times". This option allows you to have the application remind you to backup your company file after the company file has been closed a specific number of times on the workstation that is being configured.
- The last option that you need to choose is the verify data during backup option. We recommend that you choose the option named "Complete verification (single-user mode only)".
- Click "OK".
- Click "Next".
- Click "Only schedule future backups" and then click "Next".
- Click "New".
- In the box named "Description", enter "Scheduled Backup".
- Click "Browse".
- Drill down and select the folder that you wish to save the backup to and then click "OK".
- The next option to select is the option named "Number of backup copies to keep".
- Enter the number of backups that are going to be kept by entering a value in the box shown below.
- Using the drop down menus shown below, choose the time that you want the scheduled backups to take place.
- Place a checkmark in each of the days of the week that you want the scheduled backup to be performed.
- Click "Store Password".
- You will be prompted to enter a password for the user account in Windows that is currently logged onto the workstation. Enter the password and then click "OK".
- Click "OK" to save the newly created scheduled backup configuration.
- You can view the newly created scheduled backup set and then click "Finish".
- You will now be informed that the scheduled backups have been scheduled as specified.
- The scheduled backups will be named using the following convention. “SBU_X_CompanyName Date and Time.QBB”. X will be a number starting at 0 and going to the maximum number of backups chosen. For example: SBU_0_Company Name Feb 19,2018 10 55 AM.QBB
- The most recent backup will always be numbered 0.
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